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United Rentals

1,179 hedge funds and large institutions have $44B invested in United Rentals in 2024 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 352 increasing their positions, 484 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 68

16% more capital invested

Capital invested by funds: $38B → $44B (+$6.01B)

9% more funds holding

Funds holding: 1,0771,179 (+102)

6.61% less ownership

Funds ownership: 97.89%91.28% (-6.6%)

10% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.29B

23% less funds holding in top 10

Funds holding in top 10: 4736 (-11)

27% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 484

Holders
1,179
Holders Change
+102
Holders Change %
+9.47%
% of All Funds
16.98%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
0.52%
New
182
Increased
352
Reduced
484
Closed
68
Calls
$1.16B
Puts
$1.29B
Net Calls
-$132M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1026
Gleason Group
Kentucky
$183K
DJSG
1027
D.J. St. Germain
Massachusetts
$182K +$1.93K +3 +1%
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$180K
OIA
1029
Optimum Investment Advisors
Illinois
$180K
ZB
1030
Zions Bancorporation
Utah
$178K +$130K +202 +449%
CTC
1031
Cetera Trust Company
Minnesota
$177K
PWMG
1032
Prestige Wealth Management Group
New Jersey
$173K
AWM
1033
Avior Wealth Management
Nebraska
$173K +$154K +240 New
ELI
1034
Empire Life Investments
Ontario, Canada
$168K
DCM
1035
Disciplina Capital Management
Tennessee
$167K
CFGS
1036
Concourse Financial Group Securities
Alabama
$166K +$7.7K +12 +6%
CFD
1037
Creative Financial Designs
Indiana
$158K -$3.85K -6 -3%
UCB
1038
United Community Bank
South Carolina
$155K -$6.42K -10 -4%
GITFIT
1039
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$151K -$19.3K -30 -13%
PWA
1040
Provenance Wealth Advisors
Florida
$149K +$126K +197 +2,189%
AA
1041
Alta Advisers
United Kingdom
$144K
MPWT
1042
MassMutual Private Wealth & Trust
Connecticut
$138K +$6.42K +10 +5%
WBC
1043
Westpac Banking Corp
Australia
$118K
EWA
1044
EverSource Wealth Advisors
Alabama
$117K +$37.9K +59 +51%
BTI
1045
Blue Trust Inc
Georgia
$117K -$4.49K -7 -4%
WB
1046
Webster Bank
Connecticut
$108K
MCM
1047
Manchester Capital Management
Vermont
$102K +$21.8K +34 +31%
IWA
1048
Icon Wealth Advisors
Texas
$102K -$37.9K -59 -29%
AGWCA
1049
Annis Gardner Whiting Capital Advisors
Florida
$100K +$26.9K +42 +43%
C
1050
Covestor
United Kingdom
$100K +$53.9K +84 +156%

URI Hedge Fund Activity: Q1 2024 in Review

1,179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2024, worth a combined $44B — up 16% from $38B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new URI positions and 68 closed out — a net gain of 114 holders — while 352 added to existing stakes and 484 trimmed.

The largest buyer was Franklin Resources, adding an estimated $540M. The largest seller was Morgan Stanley, cutting an estimated $1.01B.

  • 1,179 institutional investors held United Rentals (URI) as of Q1 2024, up from 1,077 in Q4 2023.
  • Funds reported $44B of United Rentals stock for Q1 2024, up 16% quarter-over-quarter.
  • 182 funds opened new United Rentals positions in Q1 2024 and 68 closed out, a net change of +114 holders.
  • The largest United Rentals buyer in Q1 2024 was Franklin Resources, an estimated $540M added.
  • The largest United Rentals seller in Q1 2024 was Morgan Stanley, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2024.